My Budget Planner Upgrade Version 1.5 (Released October 2003)

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Payments Schedule

You can setup a schedule for all your payments and My Budget Planner will automatically update your budget when payments are due.
Click on the icon or click on the menu "Payments" and select 'Payments Schedule" to open this form:

  1. First column consists of all Savings and Mandatory Expenses categories.

  2. Second column consists of actual amounts selected from the budget.

  3. Third column allows to setup payment's frequency: Monthly, Twice a Month, Weekly, or Yearly.

  4. Forth column allows to setup payment's recurrence.

  5. Fifth column allows to setup a reminder.

  6. Enter a date when the payment is due first time in the sixth column..
    You don't have to retype this date every month.
    Software will automatically calculate next due date.
    You cannot enter past date.
  • Examples.

1. Today is September 20, 2003. Jim pays 167.00 for the College Savings. The payment is due twice a month and payment due date is October 1, 2003:

 

2. Today is September 20, 2003. Jim pays 167.00 for the College Savings. The payment is due every month and payment due date is October 2, 2003:

 

3. Today is September 20, 2003. Jim pays 167.00 for the College Savings. The payment is due every second month and payment due date is November 5, 2003:

 

4. Today is September 20, 2003. Jim pays 167.00 for the College Savings. The payment is due once a year and payment due date is December 20, 2003:

 

5. Today is September 20, 2003. Jim pays 167.00 for the College Savings. The payment is due every week and payment due date is October 10, 2003:

 

6. Today is September 20, 2003. Jim pays 167.00 for the College Savings. The payment is due every 3 weeks and payment due date is October 7, 2003:

 

7. Today is September 20, 2003. Linda also pays for the College Savings 100.00. The payment is due every 6 months and payment due date will be in January 4, 2004:

 

Every time My Budget Planner starts, it will:

  • Check if there are any payments due or past due;
  • Update actual or projected amounts in the budget planner for all due and past due payments;
  • Add a transaction record with a memo "From Payments Schedule";
  • And display a message.

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Payments Calendar

Click on the icon or click on the menu "Payments" and select "Calendar" to open this form:

All payments will be displayed in the calendar.

Click on the down arrow next to the month or year to change month or year.

Click on the "Print" to print Calendar.

Click on the Calendar's date to see payments details for that date.

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Add Multiple Transactions

Click on the transaction grid on the bottom of the budget screen and select "Add Multiple Transactions" from the menu or click on the menu "Tools" and select "Add Multiple Transactions " submenu.

You will be able to add multiple expenses. Select Category's item from the dropdown box in the first column to identify a transaction.

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Total Savings

Click on the icon or click on the menu "View" and select "Savings" to open this form:

You will be able to see Total Savings.

You can also enter your Savings Goals and see the Difference between your goals and the actual amounts.


Please Note! For a two people budget all data in the first tab "TOTAL" are calculated.
You have to click on the second and third tab to enter your goals.


If you have savings prior to using My Budget Planner and would like to add it to the My Budget Planner calculations
click on the check mark and a column "Initial Savings" will be added to the grid:

Enter amounts in the 'Initial Savings" columns. The amounts will be added to the "Total Savings".

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Go To...

You can faster navigate to the category. Click on the key "Ctrl" and "G" to open this form. Select a category from the drop down box and press "Enter" or click on the "Go To" button.

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Print Preview
You will see the Print Preview when click on the print icon. You will be able to change printing settings before printing to the printer.

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Find

Click on the icon or click on the menu "Tools" and select "Find Transactions" to open this form:

You can search for a check number, memo, or date. You can search anywhere in the word, beginning of the word, or end of the word.

You can click on the button to open a calendar and select date you want to search for.

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Enhancements: Change Category's Description.

Simply type over or make changes and click OK.

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If you have any questions please e-mail support@mybudgetplanner.com

 

Copyright 2002-2003 My Budget Planner, Inc. All rights reserved.